JA
AMT icon

JOYN Advisors’s American Tower AMT Stock Holding History

JOYN Advisors’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-693
Closed -$110K – 179
2018
Q4 		$110K Buy
693
+257
+59% +$40.2K 0.03% 178
2018
Q3 		$63K Buy
436
+18
+4% +$2.64K 0.01% 334
2018
Q2 		$60K Buy
418
+271
+184% +$37.7K 0.01% 346
2018
Q1 		$21K Buy
+147
New +$20.7K ﹤0.01% 658

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JOYN Advisors's AMT Position: Q1 2019 in Review

JOYN Advisors sold out of American Tower (AMT) in Q1 2019, closing a stake of 693 shares — an estimated $110K sold.

JOYN Advisors first reported a position in AMT in Q1 2018 and held it in 4 quarters. The position peaked at $110K in Q4 2018. 1,235 funds tracked by Wall St. Rank hold AMT as of Q1 2019.

  • JOYN Advisors reported no remaining American Tower position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 693 American Tower shares in Q1 2019, an estimated $110K.
  • JOYN Advisors first reported a position in American Tower in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's American Tower position peaked at $110K in Q4 2018.
  • 1,235 funds tracked by Wall St. Rank held American Tower as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.